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Disclosery

McAdam, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAdam, LLC on UPS, newest first. How the timeline and the estimate are built.

McAdam, LLC held 25,921 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,921 shares
    Change vs previous 13F +7,703 shares

    0.11% of the 13F portfolio, value $2,786,508.

    13F-HR 0001580642-26-004862 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,218 shares
    Change vs previous 13F -594 shares

    0.08% of the 13F portfolio, value $1,792,287.

    13F-HR 0001580642-26-003102 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,812 shares
    Change vs previous 13F -923 shares

    0.09% of the 13F portfolio, value $1,865,962.

    13F-HR 0001580642-26-001071 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,735 shares
    Change vs previous 13F +14,451 shares

    0.08% of the 13F portfolio, value $1,648,465.

    13F-HR 0001580642-25-006815 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,284 shares
    Change vs previous 13F +442 shares

    0.03% of the 13F portfolio, value $533,372.

    13F-HR 0001580642-25-004274 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,842 shares
    Change vs previous 13F -290 shares

    0.03% of the 13F portfolio, value $532,572.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,132 shares
    Change vs previous 13F +330 shares

    0.04% of the 13F portfolio, value $647,180.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,802 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $654,746.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).